EQUANIMITY FINANCIAL PARTNERS
HBA ADVISORS, LLC Legal Name
Adviser information for EQUANIMITY FINANCIAL PARTNERS last updated from Form ADV on September 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 708 | $115.3M |
| Non-Discretionary | 2 | $203,121 |
| Total | 710 | $115.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 128 | $63.7M |
| HNW Individuals | 25 | $43.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $8.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70851 |
|---|---|
| SEC ERA File Number | 801-70851 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152050 |
| Legal Entity Identifier | None |
Principal Office
100 CORSON STREETSUITE 210
PASADENA
CA
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 626-529-8347, Fax: 626-529-8506
Chief Compliance Officer
CHRIS HAYDEL
PRESIDENT & OWNER
100 CORSON STREET
SUITE 210
PASADENA
CA
United States
Tel:
626-529-8347
Fax:
626-529-8506
C****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAYDEL, CHRISTOPHER, JUDE | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 10/2009 | > 75% |